IMPORT DATA · 2019. 3. 25. · IMPORT DATA. 1 . 1. Make sure your import file has correct headings...
Transcript of IMPORT DATA · 2019. 3. 25. · IMPORT DATA. 1 . 1. Make sure your import file has correct headings...
![Page 1: IMPORT DATA · 2019. 3. 25. · IMPORT DATA. 1 . 1. Make sure your import file has correct headings and formatting 2. When ready, save and close your spreadsheet 3. In OnContact select](https://reader036.fdocuments.net/reader036/viewer/2022070213/610b23ceeb29c82f3a35922b/html5/thumbnails/1.jpg)
IMPORT DATA
1
1. Make sure your import file has correct headings and formatting
2. When ready, save and close your spreadsheet
3. In OnContact select Setup or Marketing
4. Select Imports, then Import Setup
![Page 2: IMPORT DATA · 2019. 3. 25. · IMPORT DATA. 1 . 1. Make sure your import file has correct headings and formatting 2. When ready, save and close your spreadsheet 3. In OnContact select](https://reader036.fdocuments.net/reader036/viewer/2022070213/610b23ceeb29c82f3a35922b/html5/thumbnails/2.jpg)
IMPORT DATA
2
5. Choose the correct template- we are using Contact with Company
6. Click Options and choose Save As
7. Name your import and save
![Page 3: IMPORT DATA · 2019. 3. 25. · IMPORT DATA. 1 . 1. Make sure your import file has correct headings and formatting 2. When ready, save and close your spreadsheet 3. In OnContact select](https://reader036.fdocuments.net/reader036/viewer/2022070213/610b23ceeb29c82f3a35922b/html5/thumbnails/3.jpg)
IMPORT DATA
3
8. Click Browse
9. Select the file you want to import and click Open
10. You should now see a preview of the file you selected. Click Mapping
![Page 4: IMPORT DATA · 2019. 3. 25. · IMPORT DATA. 1 . 1. Make sure your import file has correct headings and formatting 2. When ready, save and close your spreadsheet 3. In OnContact select](https://reader036.fdocuments.net/reader036/viewer/2022070213/610b23ceeb29c82f3a35922b/html5/thumbnails/4.jpg)
IMPORT DATA
4
11. Click OK
12. Scroll through the data to find any columns that are not mapped.
13. Click on first unmapped column
![Page 5: IMPORT DATA · 2019. 3. 25. · IMPORT DATA. 1 . 1. Make sure your import file has correct headings and formatting 2. When ready, save and close your spreadsheet 3. In OnContact select](https://reader036.fdocuments.net/reader036/viewer/2022070213/610b23ceeb29c82f3a35922b/html5/thumbnails/5.jpg)
IMPORT DATA
5
14. Select Use existing entity field
15. Click to search for the field
16. Since this is a Contact field, click Contact
![Page 6: IMPORT DATA · 2019. 3. 25. · IMPORT DATA. 1 . 1. Make sure your import file has correct headings and formatting 2. When ready, save and close your spreadsheet 3. In OnContact select](https://reader036.fdocuments.net/reader036/viewer/2022070213/610b23ceeb29c82f3a35922b/html5/thumbnails/6.jpg)
IMPORT DATA
6
17. Click the plus sign
18. Click the field you would like to map to
19. Click Save
![Page 7: IMPORT DATA · 2019. 3. 25. · IMPORT DATA. 1 . 1. Make sure your import file has correct headings and formatting 2. When ready, save and close your spreadsheet 3. In OnContact select](https://reader036.fdocuments.net/reader036/viewer/2022070213/610b23ceeb29c82f3a35922b/html5/thumbnails/7.jpg)
IMPORT DATA
7
20. Your new mapping field has been added- click to expand field options
21. Select the correct value from the list
22. Click to save
![Page 8: IMPORT DATA · 2019. 3. 25. · IMPORT DATA. 1 . 1. Make sure your import file has correct headings and formatting 2. When ready, save and close your spreadsheet 3. In OnContact select](https://reader036.fdocuments.net/reader036/viewer/2022070213/610b23ceeb29c82f3a35922b/html5/thumbnails/8.jpg)
IMPORT DATA
8
23. Click to save again
24. Your field is now mapped. Repeat for any additional unmapped fields.
25. Click to save your mapped import
26. Click Run
![Page 9: IMPORT DATA · 2019. 3. 25. · IMPORT DATA. 1 . 1. Make sure your import file has correct headings and formatting 2. When ready, save and close your spreadsheet 3. In OnContact select](https://reader036.fdocuments.net/reader036/viewer/2022070213/610b23ceeb29c82f3a35922b/html5/thumbnails/9.jpg)
IMPORT DATA
9
27. Click Run to test the first 10 rows.
28. This test inserted all 10 rows successfully.
29. Click to delete the rows you just inserted.
![Page 10: IMPORT DATA · 2019. 3. 25. · IMPORT DATA. 1 . 1. Make sure your import file has correct headings and formatting 2. When ready, save and close your spreadsheet 3. In OnContact select](https://reader036.fdocuments.net/reader036/viewer/2022070213/610b23ceeb29c82f3a35922b/html5/thumbnails/10.jpg)
IMPORT DATA
10
30. Close the test run
31. Click to select all rows
32. Click to Run
![Page 11: IMPORT DATA · 2019. 3. 25. · IMPORT DATA. 1 . 1. Make sure your import file has correct headings and formatting 2. When ready, save and close your spreadsheet 3. In OnContact select](https://reader036.fdocuments.net/reader036/viewer/2022070213/610b23ceeb29c82f3a35922b/html5/thumbnails/11.jpg)
IMPORT DATA
11
33. Verify that all rows were inserted. Click on the Inserted value to display the records you just imported
34. Verify that the data looks correct. If so, you are finished.